Senior Advisor ETF & Onboarding

A career as a Senior Advisor, ETF & Onboarding within the ETF & Specialized Operations team at National Bank means playing a key role in supporting the operational activities related to Exchange-Traded Funds (ETFs), as well as leading the onboarding of new funds and investment products.

Through your in-depth expertise in fund operations, leadership, ability to resolve complex issues, and capacity to coordinate multiple stakeholders, you contribute directly to the quality of deliverables, the successful launch of new products, and the evolution of the team’s operational practices.

Your role

• Act as a subject matter expert and technical resource for ETF operational activities and the onboarding of new funds and specialized products
• Take ownership of complex ETF files and support the resolution of exceptions requiring in-depth analysis or coordination across multiple stakeholders
• Oversee the validation of PCFs, valuations, positions, and critical ETF data and intervene in the analysis of complex situations
• Analyze complex events, including derivatives, corporate actions, and late adjustments, and determine the actions required to ensure the quality of deliverables
• Lead the operational onboarding of new mutual funds, ETFs, and other specialized products, from planning through implementation
• Coordinate the setup of new funds across operational and accounting systems and ensure consistency in configurations across the various stakeholders involved
• Act as the primary point of contact for onboarding initiatives under your responsibility and coordinate activities with internal teams, clients, portfolio managers, and external partners, as required
• Ensure operational timelines, requirements, and controls are met during new product launches
• Anticipate and identify operational or technology-related risks associated with ETF activities and new products and recommend appropriate, sustainable solutions
• Ensure the documentation of onboarding processes, system configurations, controls, and specific requirements associated with individual funds and ETFs
• Play an active role in continuous improvement, operational automation, and the evolution of the team’s processes and controls
• Participate in cross-functional projects and transformation initiatives impacting ETF operations and new product onboarding
• Contribute to the development of team expertise through knowledge sharing, coaching, and support of team members

Your team

Within the Investment Fund Administration & Tax Activities sector, you will be part of the ETF & Specialized Operations team and report to the team’s Director.

The team stands out for:

• its strong expertise in ETFs, specialized financial products, and fund operations
• its ability to manage critical operational activities and complex onboarding initiatives
• its close collaboration with multiple internal teams and external partners
• its commitment to operational excellence, innovation, and continuous improvement

Working hours are aligned with the team’s operational requirements and include remote work based on operational needs.

We foster an environment that supports continuous learning, collaboration, and the development of expertise in a context of growth, transformation, and evolving investment products.

Prerequisite

• Bachelor’s degree in Finance, Accounting, Economics, or a related field, or any other combination of education and experience deemed equivalent, along with a minimum of five years of relevant experience
• Excellent understanding of mutual funds, Exchange-Traded Funds (ETFs), and investment fund operations
• Extensive experience in fund administration, fund accounting, validation, controls, or the onboarding of new financial products
• Experience in derivatives, financial valuation, or related functions, with a strong understanding of derivatives, financial markets, and valuation methodologies.
• Experience in the onboarding, implementation, or launch of new funds or financial products
• Demonstrated ability to take ownership of complex operational files and coordinate multiple stakeholders
• Strong Excel skills (including advanced formulas; VBA) and a demonstrated interest in automation and process optimization
• Excellent analytical, problem-solving, and decision-making skills
• Strong operational rigor, autonomy, accountability, and ability to manage multiple priorities simultaneously
• Excellent communication skills and the ability to communicate complex operational matters clearly
• Strong leadership and collaboration skills, with the ability to develop and share expertise